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Intus Portfolio Bond

– A customized solution to all your needs

Intus Portfolio Bond Life Insurance combines the security and protection of a life insurance policy with the flexibility of private banking. While acting as a vehicle for efficient asset growth, it can also take care of issues such as succession, estate planning and tax optimisation. And it is flexible enough to adapt to your circumstances, as and when they change.

How Can an Intus Portfolio Bond (IPB) work for you?

WHAT IS IPB? An Intus Portfolio Bond is a life insurance contract that permits greater flexibility as regards asset management and custody. As the policyholder, you transfer the assets you wish to invest in a dedicated account, effectively making Intus Life their legal and beneficial owner.

A MODEL THAT GUARANTEES CONTINUITY Another major advantage of an Intus Portfolio Bond is that there is no need for you to terminate relationships with financial advisers and institutions you already know and trust. You may apply for a policy through an intermediary, such as an insurance broker or financial advisor, a bank, family office, lawyer, or the asset manager of your choice. Your assets are then invested by Intus Life, which handles all the administrative aspects of the policy, such as opening the account, instructing asset managers and producing account positions to keep you informed at all times of the state of your assets.

PUTTING YOUR MIND AT REST: COMPLIANCE AT EVERY LEVEL Life insurance is a financial instrument that is accorded full recognition by virtually all national legislations. When finalising life insurance contracts for our clients, we guarantee transparency and enlist stringent management and control mechanisms to ensure total compliance with local regulations and requirements. This means you can relax, secure in the knowledge that your financial arrangements are completely above board. You have the peace of mind of knowing that your assets are put to use as effectively as possible while enjoying total protection.

Interested in Intus Portfolio Bond?

Intus Life Products

Intus Life Assurance Ltd. does not provide advice or sell products directly to customers. Intus Life products are available only through regulated intermediaries. If you don’t yet have your own insurance broker or financial advisor you can get a list of available ones from our Customer Service.